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Stokes Capital Advisors, LLC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stokes Capital Advisors, LLC on WMB, newest first. How the timeline and the estimate are built.

Stokes Capital Advisors, LLC held 152,172 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 152,172 shares
    Change vs previous 13F +468 shares

    2.27% of the 13F portfolio, value $10,343,131.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,704 shares
    Change vs previous 13F -5,107 shares

    2.42% of the 13F portfolio, value $11,277,676.

    13F-HR 0001734460-26-000004 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 156,811 shares
    Change vs previous 13F -9,302 shares

    2.56% of the 13F portfolio, value $11,412,705.

    13F-HR/A 0001734460-26-000003 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 166,113 shares
    Change vs previous 13F -1,012 shares

    2.28% of the 13F portfolio, value $9,985,053.

    13F-HR 0001085146-26-000070 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 167,125 shares
    Change vs previous 13F -15,171 shares

    2.46% of the 13F portfolio, value $10,587,369.

    13F-HR 0001085146-25-005873 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 182,296 shares
    Change vs previous 13F -2,020 shares

    2.8% of the 13F portfolio, value $11,450,012.

    13F-HR 0001085146-25-003695 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 184,316 shares
    Change vs previous 13F -2,149 shares

    2.8% of the 13F portfolio, value $11,014,725.

    13F-HR 0001085146-25-002061 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 186,465 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $10,091,486.

    13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).